Nolan Karras, financial advisor Roy UT

Nolan Karras

CRD Number: 1195441
Current Firm: The Karras Company, Inc.

Nolan Karras (CRD# 1195441) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Sk Hart Management, LLC Salt Lake City, UT Jun 2006 - Current 17
The Karras Company, Inc. Roy, UT Dec 1997 - Current 26
Western Hay Company Inc. Ogden, UT Jan 1990 - Current 34
Raymond James Financial Services, Inc. Roy, UT Mar 1986 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nolan E. Karras
Phone Number: 801-825-3000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    280
    MILLIONS
  • Total Number of Accounts
    695
    ACCOUNTS
  • Average Account Value
    $402,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, UT

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